Sound Financial Strategies Group’s Raymond James Financial RJF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-7,318
Closed -$735K 100
2021
Q4
$735K Sell
7,318
-173
-2% -$17.4K 0.37% 33
2021
Q3
$691K Buy
7,491
+187
+3% +$17.3K 0.35% 31
2021
Q2
$632K Buy
+7,304
New +$632K 0.31% 39